Principal Financial Group
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Principal Financial Group’s Alector ALEC Stock Holding History

Principal Financial Group’s Portfolio ALEC Stock Details ALEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-14,773
Closed -$67.1K – 2229
2024
Q2 		$67.1K Sell
14,773
-7,739
-34% -$39.8K ﹤0.01% 2253
2024
Q1 		$136K Sell
22,512
-26,243
-54% -$172K ﹤0.01% 2236
2023
Q4 		$389K Buy
48,755
+7,262
+18% +$43K ﹤0.01% 2007
2023
Q3 		$269K Buy
41,493
+6,973
+20% +$45.1K ﹤0.01% 2088
2023
Q2 		$207K Buy
34,520
+5,851
+20% +$40.9K ﹤0.01% 2171
2023
Q1 		$177K Sell
28,669
-3,644
-11% -$29.6K ﹤0.01% 2205
2022
Q4 		$298K Buy
32,313
+13,773
+74% +$120K ﹤0.01% 2098
2022
Q3 		$176K Sell
18,540
-315
-2% -$3.41K ﹤0.01% 2229
2022
Q2 		$192K Buy
18,855
+8,161
+76% +$81.4K ﹤0.01% 2304
2022
Q1 		$152K Sell
10,694
-8,920
-45% -$141K ﹤0.01% 2380
2021
Q4 		$405K Sell
19,614
-8,450
-30% -$191K ﹤0.01% 2175
2021
Q3 		$641K Buy
28,064
+9,691
+53% +$271K ﹤0.01% 2106
2021
Q2 		$383K Buy
18,373
+762
+4% +$14.4K ﹤0.01% 2281
2021
Q1 		$355K Sell
17,611
-10,715
-38% -$192K ﹤0.01% 2230
2020
Q4 		$429K Buy
28,326
+12,007
+74% +$149K ﹤0.01% 2150
2020
Q3 		$172K Sell
16,319
-792
-5% -$12.8K ﹤0.01% 2225
2020
Q2 		$418K Sell
17,111
-8,371
-33% -$231K ﹤0.01% 2005
2020
Q1 		$615K Buy
25,482
+538
+2% +$13.7K ﹤0.01% 1824
2019
Q4 		$430K Buy
+24,944
New +$424K ﹤0.01% 1979

Other funds holding ALEC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EC
Euclidean Capital New York $392M AUM 31.85% 1-Year Est. Return

Principal Financial Group's ALEC Position: Q3 2024 in Review

Principal Financial Group sold out of Alector (ALEC) in Q3 2024, closing a stake of 14,773 shares — an estimated $67.1K sold.

Principal Financial Group first reported a position in ALEC in Q4 2019 and held it in 19 quarters. The position peaked at $641K in Q3 2021. 159 funds tracked by Wall St. Rank hold ALEC as of Q3 2024.

  • Principal Financial Group reported no remaining Alector position as of Q3 2024 after selling out during the quarter.
  • Principal Financial Group sold 14,773 Alector shares in Q3 2024, an estimated $67.1K.
  • Principal Financial Group first reported a position in Alector in Q4 2019 and held it in 19 quarters.
  • Principal Financial Group's Alector position peaked at $641K in Q3 2021.
  • 159 funds tracked by Wall St. Rank held Alector as of Q3 2024.

Based on Principal Financial Group's 13F filing for Q3 2024, filed 31 Oct 2024.